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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
1026
Financial Partners Group (Kansas)
Kansas
$726K -$12.1K -54 -2%
1SB
1027
1ST Source Bank
Indiana
$724K -$36.4K -163 -5%
AO
1028
Advisor OS
Illinois
$723K -$12.7K -57 -2%
ACGA
1029
Atlanta Consulting Group Advisors
Georgia
$721K +$2.01K +9 +0.3%
PAMG
1030
Patton Albertson Miller Group
Tennessee
$718K -$495K -2,218 -41%
FWWM
1031
Fiscal Wisdom Wealth Management
Connecticut
$715K +$11.4K +51 +2%
IAS
1032
IMA Advisory Services
Colorado
$714K +$570K +2,550 +429%
RB
1033
Renasant Bank
Mississippi
$712K -$223K -1,000 -24%
ECA
1034
Elevated Capital Advisors
Utah
$708K +$130K +582 +23%
FWMP
1035
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$707K – – –
GWM
1036
GDS Wealth Management
Texas
$707K +$60.1K +269 +9%
KHCM
1037
Kirtland Hills Capital Management
Ohio
$707K +$357K +1,598 +106%
VC
1038
Veracity Capital
Georgia
$706K -$99.2K -444 -13%
BWM
1039
BAM Wealth Management
Colorado
$704K -$131K -585 -16%
CTA
1040
Camelot Technology Advisors
California
$702K +$2.23K +10 +0.3%
GAA
1041
Guardian Asset Advisors
Pennsylvania
$701K +$15.2K +68 +2%
CIA
1042
Capital Investment Advisors
Georgia
$699K +$114K +511 +20%
OWA
1043
Opal Wealth Advisors
New York
$697K -$36K -161 -5%
EPW
1044
Evergreen Private Wealth
Colorado
$697K -$34.4K -154 -5%
RFM
1045
Royal Fund Management
Florida
$695K -$4.02K -18 -0.6%
MAS
1046
Meeder Advisory Services
Ohio
$691K +$6.03K +27 +0.9%
ESB
1047
Essex Savings Bank
Connecticut
$683K -$41.1K -184 -6%
MW
1048
Members Wealth
Pennsylvania
$682K -$55.8K -250 -8%
HSBC Holdings
1049
HSBC Holdings
United Kingdom
$681K +$223K +1,000 +50%
TCWM
1050
Total Clarity Wealth Management
Illinois
$681K +$670K +2,998 New